Fortem Financial Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7,446
| Closed | -$788K | – | 179 |
|
2021
Q4 | $788K | Buy |
+7,446
| New | +$788K | 0.36% | 92 |
|
2021
Q1 | – | Sell |
-1,930
| Closed | -$171K | – | 439 |
|
2020
Q4 | $171K | Buy |
+1,930
| New | +$171K | 0.1% | 157 |
|
2019
Q4 | – | Sell |
-3,000
| Closed | -$233K | – | 133 |
|
2019
Q3 | $233K | Sell |
3,000
-3,776
| -56% | -$293K | 0.2% | 94 |
|
2019
Q2 | $525K | Buy |
+6,776
| New | +$525K | 0.53% | 52 |
|